MFF
RWL icon

Michels Family Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Michels Family Financial’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$338K Buy
2,943
+135
+5% +$15.9K 0.24% 104
2025
Q4 		$322K Sell
2,808
-58
-2% -$6.53K 0.24% 110
2025
Q3 		$317K Sell
2,866
-195
-6% -$20.8K 0.25% 109
2025
Q2 		$319K Buy
3,061
+75
+3% +$7.42K 0.27% 99
2025
Q1 		$297K Buy
2,986
+11
+0.4% +$1.11K 0.27% 104
2024
Q4 		$291K Buy
+2,975
New +$298K 0.27% 104

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Michels Family Financial's RWL Position: Q1 2026 in Review

Michels Family Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 4.8% in Q1 2026, buying an estimated $15.9K and bringing the position to 2,943 shares worth $338K. The position accounts for 0.24% of the portfolio, ranked #104.

Michels Family Financial first reported a position in RWL in Q4 2024 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Michels Family Financial held 2,943 shares of Invesco S&P 500 Revenue ETF worth $338K as of Q1 2026.
  • Michels Family Financial bought 135 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $15.9K.
  • Invesco S&P 500 Revenue ETF made up 0.24% of Michels Family Financial's portfolio in Q1 2026, its #104 holding.
  • Michels Family Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.